Account Type**** ********Account Owner**** ********Account Opps/Deals**** ***Closed Won • Oct 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Charles SchwabVP - Branch ManagerDec 19 - PresentFidelity InvestmentsAssistant Branch ManagerOct 10- Dec 19Wells Fargo AdvisorsInvestment ConsultantJul 09- Oct 10
Joanna GeraghtyChairperson Of Board Of DirectorsView Profile, joanna geraghtyBalaji ArmugamExecutive DirectorView Profile, balaji armugamRob SmalldonOwner DirectorView Profile, rob smalldon